Understand family offices, and how to build one.
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FAMILY OFFICE BUILDER

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The industry

Family Office Directory

A curated directory of real organizations that serve family offices. Inclusion is informational, not a ranking or endorsement — links are verified automatically.

Guided tip: filter by category to see one slice of the industry at a time. Each profile explains what the organization does and links to its official site.
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Associations & Networks · 6 Law Firms · 6 Insurance · 5 Accounting Firms · 8 Portfolio Reporting Software · 6 Consultants & Advisors · 4 Cybersecurity · 3 Data & Research · 4 Recruiting & Compensation · 4 Multi-Family Offices · 12 Family Office Technology · 6 Private Banks · 7 Custodians & Platforms · 5

Insurance

Insurance AIG Private Client Select

High-net-worth personal insurance (now Private Client Select).

Insurance Chubb

Global insurer with a leading high-net-worth personal-lines practice.

Insurance Marsh McLennan Agency Private Client Services

Insurance brokerage serving high-net-worth families and family offices.

Insurance NFP

Insurance broker and consultant with private-client and family-office practices.

Insurance PURE Insurance

Member-owned insurer built for high-net-worth households.

Family Offices

What Is a Family Office?Do You Need a Family Office?Single Family Office (SFO)Multi-Family Office (MFO)Micro Family OfficeWhat a Family Office CostsWhy Family Offices Exist

Build a Family Office

How to Build a Family Office From the Ground UpStep 3: The Organizational StructureStep 4: Internal vs. Outsourced (Build vs. Buy)The First 90 Days: Turning the Lights OnStep 1: Define the Family Office's PurposeStep 2: Inventory the Family's AssetsStep 5: Hire the Core Team

Investing

How Family Offices InvestDirect InvestingAsset Allocation for Family CapitalThe Investment Policy Statement (IPS)Liquidity, Concentration, and RiskPublic Markets: Equities and Fixed IncomeReal Estate in the Family Portfolio

Operations

Family Office AccountingFamily Office TechnologyFamily Office CybersecurityConsolidated Reporting: One True Net WorthBill Pay, AP, and Financial ControlsFamily Office Software, Category by CategoryBanking, Custody, and Treasury

Governance & Estate

Family GovernanceEstate Planning and Wealth TransferHow Family Offices Manage TaxPhilanthropy and the Family OfficeThe Family ConstitutionSuccession: The Office After the FounderPreparing the Next Generation

Industry

Careers in Family OfficesHow the Family Office Industry Is ChangingFamily Offices and Regulation

Roles & Staffing

Family Office Roles & Staffing, MappedFamily Office CEO / President / Managing DirectorChief Investment Officer (CIO)Portfolio Manager / Investment DirectorAsset Manager (Real Assets)Chief Financial Officer (CFO)Controller

Comparisons

Single vs. Multi-Family OfficeFamily Office vs. Wealth ManagerFamily Office vs. RIAFamily Office vs. Private BankFamily Office vs. Financial AdvisorFamily Office vs. Hedge FundFamily Office vs. Private Equity Firm